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We look at what the latest COP developments mean for investors.
As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.
A look at Trump presidency's potential impact, from policy implications to market dynamics, with a focus on the unique positioning of small cap stocks.
Could you contribute to decarbonisation and tap into long-term investment potential?
What lies ahead for housing in Seoul? We discuss the evolving opportunities for renters and landlords.
Neil Odom-Haslett discusses the future of private credit and what it could mean for investors.
Our summary of developments in emerging market debt in October 2024 and outlook.
Green stocks wobbled as Donald Trump won the US presidential election. Here’s what a second Trump term could mean for sustainability.
Explore rising government debt and the possible return of the bond vigilante. Listen to Macro Bytes for our insights on debt sustainability and markets.
In our Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.
If implemented in full, Trump’s tariff policies would weigh meaningfully on European growth. Even partial or temporary implementation would represent a drag, which would not be fully offset by any associated increase in defence spending. As such, we expect the ECB to ease policy slightly more rapidly.
Markets are focusing on the reflationary aspects of Trump’s agenda. This has meant a stronger dollar, higher yields, US equites up, and oil lower. But these moves may evolve as different aspects of Trump’s economic agenda shift in and out of focus. Higher nominal GDP growth and higher-than-otherwise interest rates are the macro implications we are most confident about for now.
Join Macro Bytes to dissect the US election results, Trump's policy agenda and its market implications, with expert insights from the team
New fiscal rules, elevated taxes, higher government borrowing, and boosts to public expenditure. As financial markets assess these changes, discover our perspective on the UK budget and its potential impact on growth.
An emerging market cutting cycle is underway, helped by a US ‘soft landing’. As growth slows, we expect more monetary easing, but lingering inflationary pressures, still reasonable growth and political uncertainty will likely cap the extent to which policy rates are lowered.
The revamped EU fiscal rules are meant to lower debt and deficit ratios over the long term. But the pressing need for public investment, as well as high and rising interest expenditure costs, will push up on these measures instead. Indeed, the fiscal rules lack credibility and are likely to be watered down again in the future.